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1,739 hedge funds and large institutions have $125B invested in Verizon in 2014 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,161 increasing their positions, 256 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 46

354% more repeat investments, than reductions

Existing positions increased: 1,161 | Existing positions reduced: 256

102% more funds holding in top 10

Funds holding in top 10: 98198 (+100)

53% more capital invested

Capital invested by funds: $82B → $125B (+$43.3B)

18% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.35B

13% more funds holding

Funds holding: 1,5431,739 (+196)

5.17% more ownership

Funds ownership: 58.14%63.31% (+5.2%)

Holders
1,739
Holders Change
+196
Holders Change %
+12.7%
% of All Funds
50.23%
Holding in Top 10
198
Holding in Top 10 Change
+100
Holding in Top 10 Change %
+102.04%
% of All Funds
5.72%
New
259
Increased
1,161
Reduced
256
Closed
46
Calls
$1.59B
Puts
$1.35B
Net Calls
+$244M
Net Calls Change
+$370M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1651
Professional Advisory Services
Florida
$218K +$217K +4,581 New
KA
1652
Kovack Advisors
Florida
$216K -$4.73K -100 -2%
CCM
1653
Cohen Capital Management
California
$216K +$215K +4,549 New
USGIU
1654
U.S. Global Investors (USGI)
Texas
$214K
BBPWM
1655
Blue Bell Private Wealth Management
Pennsylvania
$214K +$16K +338 +8%
BIM
1656
BRC Investment Management
Colorado
$213K -$12.6M -265,831 -98%
BMC
1657
Benin Management Corp
Connecticut
$212K +$6.76K +143 +3%
DWM
1658
Destination Wealth Management
California
$212K +$12.6K +266 +6%
MIP
1659
Marietta Investment Partners
Wisconsin
$210K
CAL
1660
Capital Advisors Ltd
Ohio
$208K +$169K +3,582 +456%
NCM
1661
Noesis Capital Mangement
Florida
$208K +$206K +4,365 New
BOS
1662
Bingham Osborn & Scarborough
California
$207K +$2.32K +49 +1%
GIP
1663
Greatmark Investment Partners
Georgia
$206K
ZAM
1664
Zevin Asset Management
Massachusetts
$206K
MCWS
1665
McKinley Carter Wealth Services
West Virginia
$204K -$249K -5,272 -55%
SMC
1666
Smith, Moore & Co
Missouri
$204K +$202K +4,282 New
PFA
1667
Paradigm Financial Advisors
Missouri
$203K
BHC
1668
Bowen Hanes & Co
Florida
$203K +$4.73K +100 +2%
GA
1669
Gateway Advisory
New Jersey
$202K +$6.76K +143 +3%
WCM
1670
Wealthcare Capital Management
Virginia
$201K
NYLIM
1671
New York Life Investment Management
New York
$200K
KJHP
1672
K.J. Harrison & Partners
Ontario, Canada
$200K +$200K +4,226 New
ACM
1673
Antonetti Capital Management
Florida
$199K +$13.2K +280 +7%
CCM
1674
Carderock Capital Management
Maryland
$198K -$2.74K -58 -1%
AFIA
1675
America First Investment Advisors
Nebraska
$187K -$38.4K -811 -17%